AI-extracted from the 10-Q filed 2026-10-22 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Honeywell Technologies' discrete Q3 2026 net sales were $4,994M, up 1% YoY, with gross margin expanding to 40.4% after the Aerospace Spin-Off and divestitures.
Biggest Revenue Drivers
Building Automation$2,020M+8% YoY
Higher organic sales in Products (+$110M) and Solutions (+$38M), both driven by higher demand.
Process Automation and Technology$1,859M+16% YoY
Higher organic Projects sales driven by increased volume and Aftermarket sales driven by refining demand; Johnson Matthey Catalyst Technologies added $131M.
Biggest Revenue Drivers
Total revenue: $4,994M+1% YoY
Building Automation$2,020M+8% YoY
Higher organic sales in Products (+$110M) and Solutions (+$38M), both driven by higher demand.
Process Automation and Technology$1,859M+16% YoY
Higher organic Projects sales driven by increased volume and Aftermarket sales driven by refining demand; Johnson Matthey Catalyst Technologies added $131M.
Industrial Automation$1,115M-23% YoY
Decline driven by sale of WWS and PSS businesses (-$375M), partially offset by higher organic Solutions sales from project timing.
Largest Expense Items
Cost of products and services sold$2,976M-6% YoY
Lower costs from recent divestitures.
Selling, general and administrative expenses$1,039M-5% YoY
Remained flat compared to the same period in 2025 per MD&A.
Research and development expenses$239M-11% YoY
Decreased investment in new product development in Industrial Automation.
Margins: Gross margin rose approximately $0.2B and gross margin percentage increased 440 basis points to 40.4% versus 36.0% in Q3 2025, driven by pricing actions and lower costs from divestitures.
Watch Items from the Filing
Quantinuum equity method investment carried at $7,113M with equity losses of $147M in Q3 2026, following deconsolidation in Q2 2026.
Company is cooperating with a formal SEC investigation focused on certain financial reporting matters; management does not expect a material adverse effect.
Backlog rose 1% to $18.8B as of September 30, 2026, with 51% expected to be satisfied beyond one year.
S&P outlook is Negative and Moody's outlook is Negative, while Fitch is Stable, per the credit ratings table.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
58 transactions in HON reported by 29 members of Congress under the STOCK Act, most recent trade Sep 24, 2026. Reported transactions, not recommendations.
About HONEYWELL INTERNATIONAL INC (HON): stock profile, AI score and financials
HONEYWELL INTERNATIONAL INC (HON) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores HON at 62.0/100 on a composite quality score built from its SEC filings, placing it at rank #738 of 2,925 stocks — the top half of the AI-ranked universe. HON scores in the top quartile across revenue scale (95.4), balance sheet strength (87.4), institutional flow (85.9). Areas of concern include earnings quality (21.5) and free cash flow (35.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), HONEYWELL INTERNATIONAL INC reports quarterly revenue of $5.0B, net income of $664.0M, an operating margin of 21.3%. Top institutional holders of HON by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. HON trades on the Nasdaq exchange and files with the SEC under CIK 773840. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HON daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HONEYWELL INTERNATIONAL INC directly from SEC EDGAR.